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Constellation Brands
STZ

Overview Fund Activity

1,022 hedge funds and large institutions have $24.6B invested in Constellation Brands in 2020 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 398 increasing their positions, 350 reducing their positions, and 69 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,022
Holders Change
+67
Holders Change %
+7.02%
% of All Funds
21.01%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.37%
New
146
Increased
398
Reduced
350
Closed
69
Calls
$455M
Puts
$548M
Net Calls
-$93M
Net Calls Change
-$71.5M

Top Buyers

1
Wellington Management Group
Wellington Management Group
Massachusetts
+$342M
2
MG
Meritage Group
California
+$246M
3
Capital International Investors
Capital International Investors
California
+$142M
4
PCM
Palestra Capital Management
New York
+$107M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$91.4M

Top Sellers

1
Jennison Associates
Jennison Associates
New York
-$372M
2
Capital World Investors
Capital World Investors
California
-$293M
3
VAM
Vontobel Asset Management
New York
-$135M
4
BlackRock
BlackRock
New York
-$121M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$93M
Name Holding Trade Value Shares
Change 		Shares
Change %
BG
701
Bellevue Group
Switzerland
$360K – – –
Koshinski Asset Management
702
Koshinski Asset Management
Illinois
$360K +$30.3K +173 +9%
KWM
703
Keebeck Wealth Management
Illinois
$360K +$35K +200 +11%
I
704
IberiaBank
Louisiana
$359K -$73.6K -421 -17%
BFA
705
Beaumont Financial Advisors
Massachusetts
$359K -$13.1K -75 -4%
BBHC
706
Brown Brothers Harriman & Co
New York
$357K +$9.96K +57 +3%
TYCC
707
Texas Yale Capital Corp
Florida
$356K – – –
BG
708
Berry Group
Massachusetts
$354K +$4.9K +28 +1%
FAIM
709
Financial Advocates Investment Management
Washington
$353K +$353K +2,013 New
LWM
710
Laidlaw Wealth Management
New York
$350K -$16.4K -94 -4%
LWMM
711
Legacy Wealth Management (Mississippi)
Mississippi
$350K – – –
IBOK
712
Independence Bank of Kentucky
Kentucky
$349K -$190K -1,085 -35%
VFA
713
Voya Financial Advisors
Connecticut
$348K -$32.2K -185 -8%
GBT
714
Grove Bank & Trust
Florida
$345K -$41K -234 -11%
PTC
715
Private Trust Company
Ohio
$344K -$90.5K -486 -21%
GWMIA
716
Global Wealth Management Investment Advisory
Florida
$343K +$80K +457 +30%
EGA
717
E&G Advisors
Texas
$341K – – –
PA
718
Probity Advisors
Texas
$341K +$3.68K +21 +1%
CA
719
Calton & Associates
Florida
$338K +$9.97K +57 +3%
Wealthfront Advisers
720
Wealthfront Advisers
California
$337K +$43.3K +248 +15%
PMG
721
ProVise Management Group
Florida
$336K -$59.5K -340 -15%
QCM
722
Quantinno Capital Management
New York
$335K -$572K -3,262 -63%
TWP
723
Tempus Wealth Planning
California
$335K -$42.4K -242 -11%
VVP
724
Venture Visionary Partners
Ohio
$335K +$335K +1,919 New
TIA
725
Tiemann Investment Advisors
California
$334K -$4.2K -24 -1%
27 28
29
30 31